Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,695
Closed -$295K 968
2024
Q4
$295K Buy
4,695
+833
+22% +$52.3K 0.01% 708
2024
Q3
$222K Buy
+3,862
New +$222K 0.01% 789